I feel like every other issue I’m throwing something out from Bob Evans. Apologies, Bob – maybe if you didn’t write such interesting stuff I wouldn’t regurgitate and link to it so often. I’ve written about industry cloud before, but this time Evans takes us to it through the lens of some of the older enterprise players: Oracle, SAP, and IBM.
With Oracle, Evans calls out a recent huge acquisition, industry-specific apps for more than a decade, and positioning industry as central to Oracle’s business. I’ll add that Oracle’s impressive catalog is what sticks out in my head as its strength. SAP gets kudos for half a century of industry insights and RISE being a success (I wish I knew more details on that). From my view, SAP should by all rights have the largest store of industry brainpower. IBM gets praise for unifying its consulting with its product, and I just gotta agree with that. Is there any other player that can match firepower with boots on the ground at that scale?
I don’t even know if it’s possible to be too optimistic about cloud. From infrastructure to platform and software, it’s just gonna keep steamrolling through and changing the equation on everything. Until the next thing. PM
Check out this issue for more!